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General

Hosted Service Type:

SaaS

Installation Type:

Hosted

Header

Brand:

Microsoft

Compatibility:

PC

Localization (Vendor Specific):

Microsoft Single Language

Manufacturer:

Microsoft Open Value 2.0

Model:

Dynamics CRM Online Professional Direct

Packaged Quantity:

1

Product Line:

Microsoft

Licensing

License Pricing:

Volume

Licensing Details:

Additional product , Microsoft Open Program update

Service

Support Full Contract Period:

1 month

Support Details Full Contract Period:

1 month

Service & Support

Response Time:

1 hour

Service Availability:

24 hours a day / 7 days a week

Service Included:

Phone consulting

Type:

Technical support

Service & Support Details

Service Availability (Days a Week):

Monday-Sunday

Service Availability (Hours a Day):

24 hours a day

Service Type:

Phone consulting

Service Type:

Web support

Service Type:

Web knowledge base access

Software

License Qty:

1 user

Product Reviews

Microsoft Dynamics CRM Online Professional Direct - technical support - 1 m is rated 3.9 out of 5 by 12.

Rated 4 out of 5 by Munavvar Hydru Marakkar from Provides user role based access control.Valuable Features:* User role based access control* Easy to customize* Seamless integration with Office 365 and other MS products in the stackRoom for Improvement:* Technical documentation* Functional documentation* Support and help from the principalUse of Solution:We have been using this solution for eight years.Deployment Issues:I did not encounter any issues with deployment.Stability Issues:I did not encounter any issues with stability.Customer Service:Customer service is excellent.Disclaimer: I work for the vendor.

Date published: 2017-06-09

Rated 4 out of 5 by Munavvar Hydru Marakkar from Provides user role based access control.Valuable Features:* User role based access control* Easy to customize* Seamless integration with Office 365 and other MS products in the stackRoom for Improvement:* Technical documentation* Functional documentation* Support and help from the principalUse of Solution:We have been using this solution for eight years.Deployment Issues:I did not encounter any issues with deployment.Stability Issues:I did not encounter any issues with stability.Customer Service:Customer service is excellent.Disclaimer: I work for the vendor.

Date published: 2017-06-09

Rated 3 out of 5 by Rahul Kumar Pandey from It offers customization in all modules. The human resources module could be improved.Valuable Features:The customization possibilities in all modules are a valuable feature.Improvements to My Organization:It has reduced costs.Room for Improvement:The human resources module could be improved.Use of Solution:I have used the solution for about four years.Stability Issues:We did not encounter any issues with stability.Scalability Issues:We did not encounter any issues with scalability.Technical Support:I would give technical support a rating of 7/10.Previous Solutions:I am not aware of any previous solutions.Cost and Licensing Advice:For the price, this is a good ERP package.Other Solutions Considered:We did not evaluate any other options.Other Advice:This product is very good for organizations.Disclaimer: I am a real user, and this review is based on my own experience and opinions.

Date published: 2017-03-16

Rated 4 out of 5 by Avi Pinhas from Allows the creation of intercompany journals and buy/sell invoices. It also allows the creation and transferring of intercompany purchase/sales orders.Valuable Features:Usability and UX/UI functionality. These features make implementation of projects much simpler. It allows smoother adoption of the new system and processes.Improvements to My Organization:NAV supports inter-company activities for two areas: Finance and orders.* The finance part allows creating intercompany journals and intercompany buy/sell invoices.* The orders part allows creating and transferring intercompany purchase/sales orders. The operation is semi-manual.Room for Improvement:* Inter-company functionality: Relatively shallow and mostly manual* Alerts: Many customers are required to define system generated alerts. These are based on data changes and due dates by the user as personalization. This function does not exist.* One has to send the inter-company document to the outbox, process the outbox at the receiving company, process the inbox, and then create the document. This process is somewhat long and requires several steps.* The system does not support the synchronizing of modifications and bi-directional updates.* The most significant issue is the lack of the inter-company logistic functionality. It is not possible to send/receive shipping documents, serial numbers, and lot numbers.* Users require the ability to define alert rules that will trigger the receipt of alerts from the system if the alert condition is met. For example, if a customer's balance exceeds USD10,000, then send me a notification. The "big brother" Dynamics AX, does have this functionality, and it is very useful.Use of Solution:I have been working with Dynamics NAV for four years.Stability Issues:I have not seen any stability issues. My projects were based on 0 to 150 users and there were no such problems.Initial Setup:The ease of the initial setup, data conversion, and rapid start are the strengths of this solution.Cost and Licensing Advice:Do not compromise on the level of the consultants to reduce costs. Skilled staff will do things better and faster.Other Advice:Minimize customizations and maintain a solid change management plan.Disclaimer: I am a real user, and this review is based on my own experience and opinions.

Date published: 2017-03-15

Rated 4 out of 5 by Tarsun Tan from End users can create their own reports from the chart of an account.Valuable Features:* Accounting Reporting: Account Schedule and Analysis By Dimension* Flexibility for end users to create their own reports from the chart of an account* Integrated export to ExcelImprovements to My Organization:Accounting reporting can be done just in time.Room for Improvement:Setup security needs to be simpler. It needs to be more user friendly for consultants or users to set up. Currently, performing this task requires deep knowledge about tables, forms, pages, and reporting. It is a hard task for consultants to determine the security (roles for user, which module / table can be access by user).In version 2016, the workflow for approval systems such as the workflow for credit limit approval and purchase order approval still has bugs.Use of Solution:I have used it for 15 years (since 2002).Stability Issues:We have not encountered any stability issues.Scalability Issues:We have not encountered any scalability issues.Technical Support:Technical support is 7/10.Previous Solutions:We did not previously use a different solution.Initial Setup:Initial setup was complex, because there is no handbook or manual for step-by-step setup; the information is module by module; and there is no check list. A consultant must do it by experience and best practice.Cost and Licensing Advice:The license price can be adjusted according to country.Other Solutions Considered:Before choosing this product, we did not evaluate other options. It is the first product since I became involved in ERP until now…Other Advice:It is a good product. Please review the product and the partner who will implement this (experience , customer base and the consultant team).Disclaimer: My company has a business relationship with this vendor other than being a customer:I am a consultant at a Microsoft Dynamic Partner.

Date published: 2017-03-14

Rated 4 out of 5 by KalpitPatel from Offers trade, supply chain, and manufacturing functionality.Valuable Features:This is a flexible ERP solution and it includes these major functional areas:* Trade* Supply chain* Manufacturing* Finance* Logistics* Warehouse* Service* Quality managementImprovements to My Organization:Dynamics NAV is a global ERP solution that offers:* Twenty-eight country-specific features* Access to more than 80 global languages* The transformation of data from one language to another* Access through a PC, laptop, mobile, tablet, or the Android/iOS appRoom for Improvement:* Logistics* Packing* Export/import* On-line trade* Real-time integration with other systemsUse of Solution:I have used this solution for around seven years.Stability Issues:We had some stability issues. A heavy load of data is the reason for losing speed and the stability in the system.Scalability Issues:There were also scalability issues experienced. When doing multiple data transfer into one table with different users at the same time, the system locked and went into the “Not Responding” mode.Initial Setup:The setup was easy.Cost and Licensing Advice:The pricing decision is based on the understanding of the requirements. The quote is provided according to the estimated hours.Other Solutions Considered:I did not evaluate other options.Other Advice:Each customer needs to check:* How many business processes are readily available in the system* Whether it is suitable for all three levels of resources* The pricing policy as per the requirementsDisclaimer: I am a real user, and this review is based on my own experience and opinions.

Date published: 2017-03-08

Rated 4 out of 5 by shreyas goswami from Global ERP that provides insight on data in real time.Valuable Features:* Provides management with insight about data on a real time basis* Helps real time data users who need to make entries into the system* It looks and feels like other Microsoft products* The user interface can be easily integrated with applications like Microsoft Outlook and Excel.* Drill down functionalities* Easy search functionality* The filtering facilities and drill down features are similar to how Microsoft Excel worksImprovements to My Organization:It improved our productivity and streamlined our processes.Room for Improvement:In sales and marketing, we want improvement in workflow with more automation in the sales and marketing process.Salespeople can improve their productivity by utilizing more technological advantages by implementing automatic workflows for sales tracking processes, lead funnels, and opportunity tracking.Use of Solution:I have been using Microsoft Dynamics NAV since 2013.Stability Issues:We did not have any stability issues.Scalability Issues:We did not have any scalability issues.Technical Support:I would give technical support a rating of 4/5.Previous Solutions:We did not have a previous solution.Initial Setup:The initial setup was simple.Cost and Licensing Advice:Pricing is high and the licensing policy is bit tricky. However, it’s a global ERP, so it’s difficult to comment.Other Solutions Considered:We looked at SAP B1 and VAV ERP. Due to scalability and add-on development limitations in SAP B1, we opted for this solution.Other Advice:You should use it as is, with minimal customization.Disclaimer: I am a real user, and this review is based on my own experience and opinions.

Date published: 2017-03-01

Rated 4 out of 5 by reviewer96678 from The solution has proper object control within the software.Valuable Features:Ease of use, extremely flexible, and cost effective. It is well targeted for small and medium size businesses.Improvements to My Organization:When we want to change a workflow, we can easily customize it without changing the core functionality. At the same time, there is proper object control within the software.Room for Improvement:The security and user levels fields can be improved further so that it is not too tedious for end-user to map and set up.The permission and roles settings of each individual user is there, but still very tedious. The fact that the application is extremely flexible also means that if security is not properly set up, a user can accidentally be given access to something that he should not have access to. For example, he might be given access to financial figures on the general ledger through another function because the navigational feature is so great.Use of Solution:We have been a partner of this product since 2000, hence more than 16 years now.Scalability Issues:Prior to version 2013, concurrently posting online in real-time is challenging when we even talk about 50 users doing it at the same time. With version 2015 onwards, we can now do it with more than 100 users without a problem.Previous Solutions:We used Progress DBMS accounting version from the UK, but that is not well supported once out of the UK.Initial Setup:The initial setup was straightforward, as it has templates for us to follow.Cost and Licensing Advice:It is extremely cost effective and can be very productive once you run it for a year. There is also a subscription base for startup companies which can scale and grow as the business grows.Other Solutions Considered:We have looked at Oracle and SAP B1, but the technicalities involved to build a vertical solution business in those products are not easy and sustainable for a small partner like us.Other Advice:Don’t attempt to customize to your needs. The first step is to work around existing functionality and then think carefully before jumping into customization.Disclaimer: My company has a business relationship with this vendor other than being a customer:We are business partners.